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CMUCX vs JVMAX
CMUCX vs JVMAX Comparison
Open Charts CMUCX vs JVMAX
Columbia Select Mid Cap Value C
Price$10.85
Change+$0.80 (+7.96%)
VolumeN/A
Net Assets2.05B
JHancock Disciplined Value Mid Cap A
Price$23.74
Change+$1.71 (+7.76%)
VolumeN/A
Net Assets18.48B
CMUCX vs JVMAX Comparison Chart
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CMUCX vs. JVMAX commentary
Apr 11, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CMUCX is a Buy and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 18.5B vs. CMUCX (2.05B). JVMAX pays higher dividends than CMUCX: JVMAX (0.61) vs CMUCX (0.09). CMUCX was incepted earlier than JVMAX: CMUCX (23 years) vs JVMAX (28 years). CMUCX (1.90) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. CMUCX (15.00). JVMAX has a lower initial minimum investment than CMUCX: JVMAX (1000) vs CMUCX (2000). CMUCX annual gain was more profitable for investors over the last year : -17.61 vs. JVMAX (-20.84). JVMAX return over 5 years is better than : 36.10 vs. CMUCX (32.79).
| CMUCX | JVMAX | CMUCX / JVMAX | |
| Total Expense Ratio | 1.90 | 1.12 | 170% |
| Annual Report Gross Expense Ratio | 1.90 | 1.13 | 168% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -15.168 | -13.336 | 114% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 18.5B | 11% |
| Annual Yield % from dividends | 0.09 | 0.61 | 15% |
| Returns for 1 year | -17.61 | -20.84 | 85% |
| Returns for 3 years | -14.73 | -13.99 | 105% |
| Returns for 5 years | 32.79 | 36.10 | 91% |
| Returns for 10 years | -39.31 | 11.67 | -337% |
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